Martin Currie remains committed to Japan strategy

Careful analysis of company prospects drive investments in portfolio

esm2014-martin-currie
Claire Marwick and John-Paul Temperley, co portfolio managers, Martin Currie Japan strategy

As Japan’s prime minister Shinzo Abe continues to fire arrows in the sky in the hopes of reviving the economy, some may doubt the wisdom of investing in the troubled country. Markets gains this year have been slight; domestic investors are selling off Japanese stocks. However, Japanese pension funds are snapping up the equities, as global institutional investors are returning to the market.

The inscrutability of Japan may remain in investor understanding of the country. However, Martin Currie’s J

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